Home › Compare › TGFNX vs JEPQ
TGFNX yields 4.35% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, TGFNX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TGFNX + JEPQ for your $10,000?
The investment seeks to maximize current income and achieve above average total return consistent with prudent investment management over a full market cycle. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in debt securities. It may invest up to 5% of its net assets in below investment grade bonds (commonly known as "junk bonds").
Full TGFNX Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.